Adviser and broker representative · Sovran Advisors, LLC
Brian M. Brennan
CRD 5964207 · San Diego, CA
At a glance
Brian M. Brennan is an investment adviser representative with Sovran Advisors, LLC in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2012, about 14 years ago. Brian is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Sovran Advisors, LLCSince February 2024San Diego, CA · $1.9B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Sovran Advisors, LLC
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- Paul D. BarnumSan Diego
- Joseph S. BrocatoSan Diego
- Michael E. CadisSan Diego · Certified Financial Planner, Chartered Financial Consultant
- Katy ChaiSan Diego
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